Steven Ikin
Managing Director and Key Individual · Certificate in Financial Planning (NQF 5)
Specialises in: Retirement, Wealth & offshore, Legacy
Talk to StevenAbout us
Financial planners since 2002
Finplanning is an authorised financial services provider (FSP 7885). We advise our clients in person and online, across South Africa and abroad.
Our team
Our planners
Craig Elstob
Director · Marketing Diploma (Institute of Bankers), Certificate in Management (Henley)
Specialises in: Retirement, Wealth & offshore, Legacy
Talk to CraigMark Elstob
Financial planner and Key Individual · CFP®, PGDip Financial Planning (UFS), BCom (University of Natal)
Specialises in: Retirement, Family, Wealth & offshore, Legacy
Talk to MarkKirsten Marwick
Financial planner · National Certificate: Wealth Management (NQF 5)
Specialises in: Family
Talk to Kirsten
Our story
How we started
Steven Ikin founded Finplanning in June 2002 to run a practice without the sales targets and incentives of a large institution, where each client deals directly with a planner they know.
That is still how we work. We sit down with each family, agree what matters to them and plan for it, from a first job or a new home to retirement and the estate they leave. Our aim is to help our clients build their wealth and protect the people who depend on them.
Our approach
What you can expect
No sales targets
Our planners have no sales targets or product quotas. If you do not need a product, we will tell you.
The same planner
You work with one planner, who comes to know your family and reviews your plan with you every year.
Fees agreed in writing
We explain every fee before you decide, quote it in rand and agree it with you in writing before any work starts.
Build and protect
Investments here and offshore and your retirement build your wealth; cover, wills, trusts and estate planning protect it. We plan them together.
Credentials and partners
Who we work with
- Authorised financial services provider, FSP 7885. Check our licence on the FSCA website.
- Licensed PPS representatives. Some of our planners are licensed representatives of PPS (Professional Provident Society).
- Attorney partners for wills and estates: Hay & Scott, and Tatham Wilkes & Co.
- CFP® professional and Financial Planning Institute member: Mark Elstob.
- Confidential and regulated. We hold your information in confidence under the Protection of Personal Information Act (POPIA). Our advice is regulated under the FAIS Act, and our compliance officer, from Compli-Serve KZN, checks that we follow it.
Product suppliers we work with
We have agreements with 30 product suppliers, so we can compare products from different companies before we recommend one:
- Allan Gray
- Bidvest Life
- BrightRock
- Cadiz
- Discovery Health
- Discovery Life
- Fedgroup
- Hollard
- Investec
- Liberty
- M&G Investments
- Marriott
- Metropolitan
- Momentum
- Momentum Wealth International
- Nedgroup Investments
- Ninety One
- NorthStar Asset Management
- Oasis
- Old Mutual
- Old Mutual International
- Old Mutual Wealth
- PPS
- PPS Investments
- Profmed
- PSG Asset Management
- PSG Group Limited
- Sanlam
- Standard Bank Offshore
- Stanlib
How we choose between them is in our FAIS disclosures.
The details
Our licence and office
Full details of our licence, how we’re paid and how to complain are in our FAIS disclosures.
- Finplanning (Pty) Ltd
- 7885
- 2009/007189/07
- 3 September 2004
- Block A, First Floor, Victoria HouseVictoria Country Club Estate Office Park22 Montrose Park BoulevardMontrose, Pietermaritzburg, 3201
- Get directions
Speak to a planner
Send us a WhatsApp message or call the office. The first call is free and takes 20 minutes, by phone or video. We will tell you whether we can help and what it would cost, so you can decide in your own time.